Filing Research | FIVE - Five Below, Inc. Institutional Holdings

Snapshot holdings

50 / 114 loaded

#		Instrument	quantity
1	RIVERBRIDGE PARTNERS LLC	Shares	429.0KSH	$77.1M
2	WASATCH ADVISORS LP	Shares	325.9KSH	$58.6M
3	COUNTRY TRUST BANK	Shares	137.0KSH	$24.6M
4	COOKSON PEIRCE & CO INC	Shares	59.5KSH	$10.7M
5	Capricorn Fund Managers Ltd	Shares	42.5KSH	$7.6M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.8KSH	$7.0M
7	Police & Firemen's Retirement System of New Jersey	Shares	24.7KSH	$4.4M
8	Crossmark Global Holdings, Inc.	Shares	21.1KSH	$3.8M
9	WEST MICHIGAN ADVISORS, LLC	Shares	14.8KSH	$3.4M
10	Pembroke Management, LTD	Shares	18.2KSH	$3.3M
11	Louisiana State Employees Retirement System	Shares	16.2KSH	$2.9M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.4KSH	$2.8M
13	Oak Thistle LLC	Shares	14.5KSH	$2.6M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.2KSH	$2.4M
15	Gradient Investments LLC	Shares	12.5KSH	$2.3M
16	Robeco Institutional Asset Management B.V.	Shares	12.4KSH	$2.2M
17	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	CALL	10.0KSH	$1.8M
18	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	PUT	10.0KSH	$1.8M
19	Baron Wealth Management LLC	Shares	9.7KSH	$1.7M
20	Linden Thomas Advisory Services, LLC	Shares	9.3KSH	$1.7M
21	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	8.2KSH	$1.5M
22	Merit Financial Group, LLC	Shares	7.9KSH	$1.4M
23	Chemistry Wealth Management LLC	Shares	7.1KSH	$1.3M
24	Aaron Wealth Advisors LLC	Shares	5.7KSH	$1.0M
25	GAMMA Investing LLC	Shares	5.6KSH	$1.0M
26	SECURIAN ASSET MANAGEMENT, INC	Shares	4.1KSH	$821.5K
27	SIERRA SUMMIT ADVISORS LLC	Shares	4.4KSH	$799.2K
28	Sivia Capital Partners, LLC	Shares	4.0KSH	$715.7K
29	NorthCrest Asset Manangement, LLC	Shares	3.8KSH	$696.9K
30	Somerset Trust Co	Shares	3.8KSH	$688.4K
31	Versant Capital Management, Inc	Shares	3.7KSH	$668.6K
32	Trust Point Inc.	Shares	3.7KSH	$661.8K
33	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.5KSH	$625.1K
34	GATEWAY INVESTMENT ADVISERS LLC	Shares	3.4KSH	$602.8K
35	INDEPENDENT FINANCIAL GROUP, LLC	Shares	3.3KSH	$591.9K
36	BENJAMIN EDWARDS INC	Shares	3.1KSH	$563.6K
37	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	2.9KSH	$523.2K
38	Mizuho Markets Cayman LP	Shares	2.9KSH	$517.8K
39	Sequoia Financial Advisors, LLC	Shares	2.8KSH	$509.3K
40	WADDELL & ASSOCIATES, LLC	Shares	2.2KSH	$398.6K
41	Venturi Wealth Management, LLC	Shares	2.1KSH	$385.3K
42	GREENLEAF TRUST	Shares	2.1KSH	$374.1K
43	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	2.0KSH	$361.5K
44	QRG CAPITAL MANAGEMENT, INC.	Shares	2.0KSH	$354.5K
45	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.9KSH	$341.6K
46	Ballentine Partners, LLC	Shares	1.9KSH	$340.2K
47	Grey Fox Wealth Advisors, LLC	Shares	1.8KSH	$318.6K
48	Fifth Third Wealth Advisors LLC	Shares	1.7KSH	$313.6K
49	EverSource Wealth Advisors, LLC	Shares	1.7KSH	$309.6K
50	MRA Advisory Group	Shares	1.7KSH	$301.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 130 loaded

#		Instrument
1	Capricorn Fund Managers Ltd added	Shares	+30.0K	+$4.8M	$7.6M
2	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+8.2K	+$1.5M	$1.5M
3	Oak Thistle LLC added	Shares	+9.0K	+$1.3M	$2.6M
4	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+3.3K	+$591.9K	$591.9K
5	Crossmark Global Holdings, Inc. added	Shares	+6.8K	+$531.9K	$3.8M
6	Mizuho Markets Cayman LP new	Shares	+2.9K	+$517.8K	$517.8K
7	MRA Advisory Group new	Shares	+1.7K	+$301.9K	$301.9K
8	MISSION WEALTH MANAGEMENT, LP new	Shares	+1.5K	+$273.4K	$273.4K
9	Malaga Cove Capital, LLC new	Shares	+1.5K	+$271.5K	$271.5K
10	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+1.4K	+$259.3K	$259.3K
11	Interchange Capital Partners, LLC new	Shares	+1.4K	+$248.1K	$248.1K
12	Arlington Trust Co LLC added	Shares	+957	+$167.3K	$189.5K
13	AlphaCentric Advisors LLC new	Shares	+589	+$105.9K	$105.9K
14	ZAZOVE ASSOCIATES LLC new	CALL	+15.0K	+$89.3K	$89.3K
15	Mirae Asset Global Investments Co., Ltd. new	Shares	+453	+$81.4K	$81.4K
16	QRG CAPITAL MANAGEMENT, INC. added	Shares	+754	+$76.3K	$354.5K
17	Sequoia Financial Advisors, LLC added	Shares	+854	+$57.2K	$509.3K
18	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+564	+$30.9K	$361.5K
19	ELEVATION WEALTH PARTNERS, LLC added	Shares	+174	+$30.4K	$34.5K
20	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+817	+$23.4K	$602.8K
21	AdvisorNet Financial, Inc added	Shares	+123	+$19.9K	$30.2K
22	Spire Wealth Management added	Shares	+150	+$17.2K	$62.9K
23	FIRST HORIZON CORP new	Shares	+51	+$9.2K	$9.2K
24	Valued Wealth Advisors LLC added	Shares	+34	+$4.9K	$10.4K
25	Byrne Asset Management LLC new	Shares	+27	+$4.9K	$4.9K
26	Wealth Enhancement Trust Services, Inc. new	Shares	+21	+$3.8K	$3.8K
27	Creative Capital Management Investments LLC new	Shares	+13	+$2.3K	$2.3K
28	Retirement Wealth Solutions LLC new	Shares	+5	+$899	$899
29	Cromwell Holdings LLC added	Shares	+6	+$592	$2.9K
30	Physician Wealth Advisors, Inc. added	Shares	+3	+$393	$1.1K
31	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+1	+$223	$223
32	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+1	+$180	$180
33	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$3.4M
34	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$8	$30
35	CX Institutional exited	Shares	-45	-$10	$0
36	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$49	$182
37	Marquette Asset Management, LLC unchanged	Shares	0	-$146	$540
38	PARK AVENUE SECURITIES LLC trimmed	Shares	-417	-$192	$357
39	GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ unchanged	Shares	0	-$200	$736
40	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$244	$899
41	State of Alaska, Department of Revenue trimmed	Shares	-72	-$280	$974
42	Bogart Wealth, LLC exited	Shares	-2	-$457	$0
43	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$487	$1.8K
44	Hughes Financial Services, LLC trimmed	Shares	-2	-$554	$360
45	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$584	$2.2K
46	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-3	-$734	$180
47	MJT & Associates Financial Advisory Group, Inc. added	Shares	+1	-$794	$3.8K
48	Handelsbanken Fonder AB unchanged	Shares	0	-$886	$3.3K
49	EASTERN BANK unchanged	Shares	0	-$974	$3.6K
50	Triumph Capital Management unchanged	Shares	0	-$974	$3.6K

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